HELP YOURSELF

Use this template to mind map variable, group them into proto-personas, and expand your main personas. 

This framework is based on Rami John’s fantastic book, Product-led Onboarding.

Run meetings more effectively and build in accountability. Get things done, don’t just report. 

We assign this reading list to all of our new clients. Get a head start! 

The template includes dedicated sections for meeting agendas, company information, ideal customer profiles, use cases, positioning, and important notes.

Use this template to organize your revenue team, run your meetings and make critical decisions that other companies will probably skip over.

Determine your Annual Revenue Per Account, or Annual Revenue Per User, using our free calculator.

Did you know that 5% monthly churn equates to almost 46% annual churn? That’s a lot of lost customers! See what your monthly churn rate calculates to annually.

Knowing your customer lifetime isn't enough. The value that comes along those customer's is also important.

Using your CAC (Customer Acquisition Cost) & ARPA, we can help you calculate your months to recover.

Know the cost of acquiring new customers can help you determine if the investment value of both your marketing, and sales tactics are effective.

Knowing your LTV (Customer Lifetime Value) : CAC (Customer Acquisition Cost) Ratio will help determine if you’re spending too much per customer or not spending enough on marketing.

After 6 months Whip Around over doubled the customer base and MRR from $9k to $20k, while increasing organic traffic by 800% and established a scalable paid solution for predictable revenue.

After 6 months Whip Around over doubled the customer base and MRR from $9k to $20k, while increasing organic traffic by 800% and established a scalable paid solution for predictable revenue.

Inturact's efforts led to an increase of 144.28% in lead quality while saving $8309.56 on ad spend, and EZTrackIt was still able to see an increase in the amount of accepted leads.

After 1 year of working with Keen they were able to see a healthy boost of organic growth. Throughout this period we helped keep the team aligned as they grew the marketing department from 2 to 6+ and were acquired by Chargify in early 2020.

After only 7 months of working with Inturact, Hellopeter implemented a new user onboarding process resulting in a 79% increase in successful activation with a steady growth in paid upgrades to premium subscriptions.

In this video we review the onboarding process for Capturly

Paid advertising can be costly! Here is a template to help you make sure you are not overspending and are putting your money into scalable channels.